First Houston Capital’s UnitedHealth UNH Stock Holding History

First Houston Capital’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$1.93M	Sell	10,400 -8,800	-46%	-$1.54M	1.93%	25
2017 Q1	$3.15M	Sell	19,200 -2,785	-13%	-$456K	2.93%	9
2016 Q4	$3.52M	Sell	21,985 -2,015	-8%	-$301K	3.4%	2
2016 Q3	$3.36M	Sell	24,000 -600	-2%	-$84K	3.39%	3
2016 Q2	$3.47M	Sell	24,600 -2,000	-8%	-$267K	3.21%	5
2016 Q1	$3.43M	Sell	26,600 -600	-2%	-$71K	3.27%	4
2015 Q4	$3.2M	Sell	27,200 -900	-3%	-$105K	2.91%	4
2015 Q3	$3.26M	Sell	28,100 -500	-2%	-$59.8K	3.08%	3
2015 Q2	$3.38M	Hold	28,600	–	–	3.02%	4
2015 Q1	$3.38M	Buy	28,600 +2,350	+9%	+$261K	2.96%	4
2014 Q4	$2.65M	Sell	26,250 -4,750	-15%	-$450K	2.35%	17
2014 Q3	$2.67M	Buy	31,000 +200	+0.6%	+$16.9K	2.5%	12
2014 Q2	$2.52M	Buy	30,800 +3,800	+14%	+$299K	2.41%	20
2014 Q1	$2.21M	Buy	27,000 +1,400	+5%	+$105K	2.17%	24
2013 Q4	$1.93M	Buy	25,600 +12,400	+94%	+$891K	1.89%	34
2013 Q3	$945K	Buy	+13,200	New	+$945K	1.02%	42

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

First Houston Capital's UNH Position: Q2 2017 in Review

First Houston Capital reduced its UnitedHealth (UNH) stake by 46% in Q2 2017, selling an estimated $1.54M and leaving 10,400 shares worth $1.93M. The position accounts for 1.93% of the portfolio, ranked #25.

First Houston Capital first reported a position in UNH in Q3 2013 and has held it in 16 quarters since. The position peaked at $3.52M in Q4 2016. 1,488 funds tracked by Wall St. Rank hold UNH as of Q2 2017.

First Houston Capital held 10,400 shares of UnitedHealth worth $1.93M as of Q2 2017.
First Houston Capital sold 8,800 UnitedHealth shares in Q2 2017, an estimated $1.54M.
UnitedHealth made up 1.93% of First Houston Capital's portfolio in Q2 2017, its #25 holding.
First Houston Capital first reported a position in UnitedHealth in Q3 2013 and has held it in 16 quarters since.
First Houston Capital's UnitedHealth position peaked at $3.52M in Q4 2016.
1,488 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2017.

Based on First Houston Capital's 13F filing for Q2 2017, filed 7 Aug 2017.